M HOLDINGS SECURITIES INC
Q3 2024 Form 13-F
PORTLAND, OREGON
$397.6M Reported Value Total
M HOLDINGS SECURITIES, INC. reports 9,871 total accounts under management (AUM). There are 5,755 discretionary accounts valued at $2,942,880,967, and 4,116 non-discretionary accounts valued at $1,570,703,943.
Source: Form ADV filed * Note that certain holdings are exempt from Form 13-F reporting, so the AUM totals may be greater than the Form 13-F total.